Wheatland Advisors’s M&T Bank MTB Stock Holding History

Wheatland Advisors’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,585	Closed	-$609K	–	71
2019 Q4	$609K	Sell	3,585 -400	-10%	-$64.9K	0.78%	45
2019 Q3	$630K	Hold	3,985	–	–	0.57%	57
2019 Q2	$678K	Hold	3,985	–	–	0.51%	61
2019 Q1	$626K	Buy	3,985 +1	+0%	+$164	0.48%	61
2018 Q4	$570K	Buy	3,984 +1	+0%	+$160	0.5%	62
2018 Q3	$655K	Hold	3,983	–	–	0.49%	63
2018 Q2	$678K	Buy	3,983 +1	+0%	+$179	0.55%	60
2018 Q1	$734K	Buy	3,982 +1	+0%	+$186	0.61%	55
2017 Q4	$681K	Buy	3,981 +1	+0%	+$166	0.55%	58
2017 Q3	$641K	Buy	3,980 +1	+0%	+$157	0.55%	60
2017 Q2	$644K	Sell	3,979 -71	-2%	-$11.2K	0.58%	56
2017 Q1	$627K	Buy	4,050 +1	+0%	+$162	0.56%	56
2016 Q4	$633K	Buy	4,049 +1	+0%	+$135	0.56%	58
2016 Q3	$470K	Buy	4,048 +1	+0%	+$116	0.44%	62
2016 Q2	$478K	Buy	4,047 +1	+0%	+$116	0.46%	59
2016 Q1	$449K	Hold	4,046	–	–	0.46%	58
2015 Q4	$490K	Buy	4,046 +2	+0%	+$244	0.5%	59
2015 Q3	$493K	Buy	4,044 +1	+0%	+$125	0.53%	58
2015 Q2	$505K	Buy	4,043 +1	+0%	+$123	0.49%	63
2015 Q1	$513K	Hold	4,042	–	–	0.51%	60
2014 Q4	$508K	Buy	4,042 +1	+0%	+$123	0.5%	62
2014 Q3	$498K	Buy	4,041 +1	+0%	+$123	0.5%	59
2014 Q2	$621K	Buy	4,040 +1	+0%	+$122	0.56%	57
2014 Q1	$490K	Hold	4,039	–	–	0.5%	59
2013 Q4	$470K	Buy	+4,039	New	+$459K	0.49%	61

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wheatland Advisors's MTB Position: Q1 2020 in Review

Wheatland Advisors sold out of M&T Bank (MTB) in Q1 2020, closing a stake of 3,585 shares — an estimated $609K sold.

Wheatland Advisors first reported a position in MTB in Q4 2013 and held it in 25 quarters. The position peaked at $734K in Q1 2018. 592 funds tracked by Wall St. Rank hold MTB as of Q1 2020.

Wheatland Advisors reported no remaining M&T Bank position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 3,585 M&T Bank shares in Q1 2020, an estimated $609K.
Wheatland Advisors first reported a position in M&T Bank in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's M&T Bank position peaked at $734K in Q1 2018.
592 funds tracked by Wall St. Rank held M&T Bank as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.